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Rachel Sullivan

Rachel Sullivan

Client Service Associate

Office: 781-416-2900 ext. 8277
Fax: 781-416-2901
E-mail:
 

Rachel joins Financial Compass Group as a member of Patrick Belniak's team. In her role, she oversees the onboarding of investment accounts, focuses on client outreach, assists with internal operations, and prepares for client meetings.


Before joining the firm, Rachel was an employee of the New England Branch of Equitable Advisors. Her chief responsibilities included onboarding new financial professionals and staff and working as the Digital Specialist where she was responsible for the social media presence of the region. In this role, Rachel enjoyed helping to educate new financial professionals, clients, candidates, and employees with Equitable's systems and digital tools. As a branch member, she often assisted the Branch Operations Manager with special projects.


A graduate of Eastern Nazarene College, Rachel received her Bachelor of Business Management with a minor in Marketing. As the Senior Class President, she helped fundraise and present the College with a $10,000 endowment scholarship for an incoming student in honor of her graduating class.

 

Rachel lives in Brighton and enjoys all the city life has to offer. She enjoys spending time with her friends and family in her spare time.

 

Rachel Sullivan is registered with Equitable Advisors (NY, NY 212-314-4600), Member FINRA, SIPC, and provides administrative support services only.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Financial Compass Group, LLC is not owned or operated by Equitable Advisors.


Rachel Sullivan offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck